Samsung reported record Q3 operating profit of ₩107.4 trillion (~$80.2B), up 782% year-over-year, driven by AI demand for high-bandwidth memory (HBM) and tight DRAM/NAND supply keeping chip prices elevated through 2027. The post discusses implications for memory chip makers like Micron and Western Digital, with Western Digital expected to benefit from sustained HDD demand for AI data storage despite recent stock declines.